Article 94-Estate Planning Series: Why We Do What We Do

Written by Wright Law on . Posted in Estate Planning, Trusts, Will

For my columns and presentations, I have two purposes.  First, I try to educate.  Estate planning and elder law have complex strategies and concepts.  But we can cut through much of the mystery if I can help people understand some basic concepts.  That is why, in each presentation, we talk about questions such as:  Do I really need a will?  What is the difference between a will and a trust?  Why would I need a trust?

Part of the education process includes encouraging people to think about issues they might not have realized are important.  For example, what do I need to consider besides what happens to my things when I die?  Can I protect my spouse if he or she becomes incapacitated and I am no longer here?  How can I protect myself if I become incapacitated?

My second goal is to encourage people to take action before their options disappear.  This last week, four clients passed away unexpectedly.  Another is dealing with a sudden health event that will require long term care.  Where advanced preparation has occurred, the burden on those who remain will be significantly less.

This week, however, I would like to include a third purpose.  I would like to express my appreciation to you.   I have much to be grateful for.   I am grateful for my family.  I am also grateful for my “second” family, co-workers who act with the highest integrity, professionalism and work ethic.   That second family also includes the clients we have the opportunity to serve.   

And, of course, you.  Thank you for the positive feedback we have received and for the community in which we have the privilege to live. 

As much as I hope my goals for this column will be successful, at this wonderful time of year, it is also important to simply say thank you.  This coming year may you be granted those blessings most valuable to you. 

© 2016 Steven J Wright  

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